Friday, September 04, 2015

James Turk & Peter Grandich

Sept. 4th, 2015

Featured Guests
James Turk & Peter Grandich
Please listen here:
(alphabetical order)

Summary:
  • James Turk of GoldMoney.com returns to the program with less than sanguine comments on the equities markets.
  • A 2008 credit crisis redux appears imminent, due to reckless debt levels, domestically and around the globe.
  • Our guest says the Fed may raise rates by a token percentage this month and in December, and if so, the blowback will be monumental in scale, perhaps even toppling the entire economic edifice.
  • He's convinced that the PMs sector is nearing a sustainable nadir, on the heels of a 2 year consolidation.
  • Silver should lead the charge out of Dante's inferno.
  • The new bull market could reinvigorate mining company operations, in particular major producers with excellent earnings and solid dividends.
  • Peter Grandich rejoins the show with thoughts on geoeconomic events.
  • The PBoC shifted policy recently, selling $315 billion in US Treasuries from their $3.65 trillion reserve in support of the ailing Yuan currency and equities.
  • Clearly one of the wisest of the global central banks has lost faith in the Fed, ahead of the first US benchmark rate hike since 2006, nearly 10 years.
  • Higher rates dilutes the intrinsic value of existing US Treasuries, as newer issues offer greater expected return.
  • Our guest views the event as emblematic of a global crisis of confidence in centralized economic planning.
  • Intervention via the plunge protection team (PPT) was responsible for the 500 point rebound following the 2,000 point, 2-day deluge in the Dow Industrials.
  • In his 30 years on Wall Street, he's never seen so much negativity on the sector, a good sign that the ultimate nadir could be close.
  • His technical work suggests that a solid break above $1,200 gold could lead to a brisk move to $1,300 - $1,400, in lightning fashion.
  • The host adds a cautionary note, that the onset of the last PMs bull market offered ample time to accumulate positions - in similar fashion, there should be no rush to overweight a diversified portfolio.

Show Host
Chris Waltzek:
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Friday, August 28, 2015

David Nickoski and Jeffrey Christian

Aug. 28, 2015

Featured Guests
David Nickoski and Jeffrey Christian
Please listen here:
(alphabetical order)

Summary:
  • David Nicoski of Vermilion Technical Research makes his debut on the show - he deciphers the market dynamics from a technical perspective, in particular relative strength analysis. Starting last Wednesday, the market plunged sharply, fulfilling a bearish diamond pattern prophecy.
  • The thousand point decline in the Dow Jones Industrials Average last week was followed by a 1,000 point intraday collapse on Monday.
  • Our guest expects further negative price action amid a flurry of unexpectedly bearish news events.
  • An ominous diamond pattern recently emerged in US equities - strikingly similar to the 1929 market zenith.
  • One overlooked gem in the rough is the Nikkei index (DXJ).
  • David Nicoski thinks that Japan's equities bourse is on the cusp of a 10 year bull cycle.
  • His analysis on individual sectors can markedly improve portfolio results, as the typical difference between solid / weak sectors exceeds 45%.
  • The guest notes the US stock indexes should not be compared beyond a few years, as stocks are added / dropped too frequently to make useful comparisons.
  • He is waiting for a bottom pattern to unfold in the PMs sector, such as an inverse head and shoulders, double / triple bottom.
  • Prominent economic analyst, Jeffrey Christian of CPM Group rejoins the show on the heels of a pilgrimage to South Africa.
  • His team correctly forecasted the commodities sector weakness.
  • The cyclical decline in the bull market in commodities should conclude by 2018. Our guest thinks the US Fed is behind the financial trends.
  • A Fed rate hike of the benchmark lending rate is a non-sequitur.
  • Given the recent currency / equities market turmoil, worldwide.
  • Our guest is watching for signs that investors in China start booking substantial equities profits, redirecting capital into the precious metals market.
  • The battered crude oil sector could be presenting entry opportunities; any price below $40 represents a fair price, according to their models.

Show Host
Chris Waltzek:
About Chris
Contact Host:

Please listen here:
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MP3
FAST Download:
Highest Quality Download:
Right Click Above and "Save Target As..." to download. To learn more about software needed to play the above formats, please visit the FAQ.

NEW - Hotline - Q&A:
1-206-666-5370
http://silverinvestor.blogspot.com/